Description
SUMMARY * 14 years of experience as a Financial Advisor and 9 years of Management experience. * Leader and Change Agent, particularly in the Financial Services Industry. * Successful Revenue Builder who can move the needle and grow a profitable business from the ground up. * Profoundly increased advisory assets at last employer from $750 million AUM (Assets under Management) to $3.4 billion AUM. As such top-line revenue grew concurrently. * Passionate about Registered Investment Advisor Development and Growth through proper RIA/IAR, Mentorship and Training. * Committed to personal development and growth with proven ability to adapt skill sets to new situations as needed. * Professional, persuasive, yet pleasant personality. Communicate effectively with all levels of employees within an organization. * Previously founded, operated and sold a successful Financial Planning Practice. * Effective and Skilled Networker with a large network of valuable contacts. * Compelling Public Speaker.
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